PSA Today Dec 8: GDP revision surge/Chugai and Hemlibra/Capcom coming good/Sony and PS4 ditto/Gumi thoughts/Honda and SenseTime/The LCD iPhone - Nikkei +1.39%
PSA Today Dec 8: Japan Market Comment by Pelham Smithers, Julie Boote, and Joel Scheiman
Nikkei ¥22,811.08 (+¥313.05 / +1.39%); Topix ¥1,803.73 (+¥17.48 / +0.98%); ¥/$113.39
Tags: Chugai (4519), Roche (ROG SW), Merck (MRK US), Capcom (9697), Konica Minolta (4902), Colopl (3668), Square Enix (9684), Sony (6758), Nintendo (7974), Gumi (3903), Honda (7267), Qualcomm (QCOM US), SenseTime (pvt), Waymo (pvt), Japan Display (6740), Apple (AAPL US), Sharp (6753), Nissha Printing (7915), Nitto Denko (6988), Zeon Corp (4205), Sumitomo Chemical (4005), Dexerials (4980)
• Nikkei up 300 points on GDP revision
• Chugai– More good trial news for Hemlibra
• Capcom – Beta trial for Monster Hunter: World unveiled
• Sony– PS4 installation base up to 70mil units
• Gumi – 2Q numbers beat co forecasts, miss Toyo Keizai
• Honda Finds AI Partner
• The supposed 2018 LCD iPhone and the Japanese supply chain
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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